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IGG SOFTWARE STORE
Upgrading from 5, 6 or 7? Just head on over to banktivity.com to download the latest version. CUSTOMER SUPPORT FOR BANKTIVITYPERSONAL FINANCE 101SUPPORT ARTICLES It's as Easy as 1-2-3. So that we can better assist you, please follow each of these steps to resolve your issue. 1. Check the FAQ. Some questions never get old, find the most common ones here. Read FAQ. 2. Search Support Articles. These articles offer a trove of helpful hints, explanations and solutions. WHAT'S NEW IN BANKTIVITY 8.2 Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going to cover some improvements that have been implemented in Mac and iOS simultaneously, then I’ll cover some of the bigger, specific changesto each platform.
THE ENVELOPE BUDGETING SYSTEM EXPLAINED Envelope budgeting is all about making a plan for your money. It's a proactive (instead of reactive) approach to budgeting. Put your dollars into the most important envelopes first. Then start filling your less important envelopes. You know your situation best, you THE NEW BANKTIVITY APP The new Banktivity, now available. Today I’m happy to announce our new Banktivity is out of beta and available on macOS and iOS. Check out www.banktivity.com to download the new Mac version today! The iOS versions are live on the App Store too. For those of you that haven’t been following the blog recently, I encourage you to readour post
CUSTOMER SUPPORT FOR ALL THINGS BANKTIVITY Customer Support for all things Banktivity. Banktivity users may experience a delay or failure in downloading transactions using Direct Access due to the high volume created by the government stimulus checkdistribution.
WHAT'S NEW IN BANKTIVITY 8SEE MORE ON IGGSOFTWARE.COMSUPPORT ARTICLES
Support Articles. For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support. SCHWAB REQUIRES DIRECT ACCESS. OFX/DIRECT CONNECT IS NO Updated: November 11, 2020. Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX protocol and 2) because our Direct Access provider already usesBANKTIVITY 7
UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account (s). Then, delete the direct access connection details.IGG SOFTWARE STORE
Upgrading from 5, 6 or 7? Just head on over to banktivity.com to download the latest version. CUSTOMER SUPPORT FOR BANKTIVITYPERSONAL FINANCE 101SUPPORT ARTICLES It's as Easy as 1-2-3. So that we can better assist you, please follow each of these steps to resolve your issue. 1. Check the FAQ. Some questions never get old, find the most common ones here. Read FAQ. 2. Search Support Articles. These articles offer a trove of helpful hints, explanations and solutions. WHAT'S NEW IN BANKTIVITY 8.2 Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going to cover some improvements that have been implemented in Mac and iOS simultaneously, then I’ll cover some of the bigger, specific changesto each platform.
THE ENVELOPE BUDGETING SYSTEM EXPLAINED Envelope budgeting is all about making a plan for your money. It's a proactive (instead of reactive) approach to budgeting. Put your dollars into the most important envelopes first. Then start filling your less important envelopes. You know your situation best, you THE NEW BANKTIVITY APP The new Banktivity, now available. Today I’m happy to announce our new Banktivity is out of beta and available on macOS and iOS. Check out www.banktivity.com to download the new Mac version today! The iOS versions are live on the App Store too. For those of you that haven’t been following the blog recently, I encourage you to readour post
CUSTOMER SUPPORT FOR ALL THINGS BANKTIVITY Customer Support for all things Banktivity. Banktivity users may experience a delay or failure in downloading transactions using Direct Access due to the high volume created by the government stimulus checkdistribution.
WHAT'S NEW IN BANKTIVITY 8SEE MORE ON IGGSOFTWARE.COMSUPPORT ARTICLES
Support Articles. For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support. SCHWAB REQUIRES DIRECT ACCESS. OFX/DIRECT CONNECT IS NO Updated: November 11, 2020. Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX protocol and 2) because our Direct Access provider already usesBANKTIVITY 7
UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account (s). Then, delete the direct access connection details. WHAT'S NEW IN BANKTIVITY 8 We’re so excited to preview the new Banktivity. If you haven’t been following along I recommend you read about our forthcoming “subscription that doesn’t suck” and “services roadmap” as they are both related to our new release. This is going to be a long post where I cover changes coming to both our Mac, iPhone and iPadproducts.
SUPPORT ARTICLES
Support Articles. For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support. BANKTIVITY 8.3 NOW AVAILABLE Today I’m happy to announce that Banktivity 8.3 is now available for macOS and iOS. While there are several smaller nice features in 8.3 that I will cover later in this blog post, the biggest feature by far, is Direct Access 2 – our next generation bank connectivity system. CUSTOMER SUPPORT FOR ALL THINGS BANKTIVITY Customer Support for all things Banktivity. Banktivity users may experience a delay or failure in downloading transactions using Direct Access due to the high volume created by the government stimulus checkdistribution.
ARCHIVE DATA
Banktivity does not have a built-in archive feature but some Banktivity users have been using a process like this to archive older data (change dates to suit your needs): – If using Cloud Sync, turnoff syncing first.
HOW DO I IMPORT MY EXISTING BANKTIVITY DATA INTO How do I import my existing Banktivity data into Banktivity 8? First, open your existing Banktivity data. At the top of the Banktivity window you will see the file name for the Banktivity Document file you are using now. Please Control-Click on the file name at the top of the Banktivity window. Then click on the first folder below the file name. BANKTIVITY 6 TIPS AND TRICKS, HOW-TOS AND BEST PRACTICES Banktivity 6 Tips and Tricks, How-Tos and Best Practices. We’ve received a lot of great feedback on our original Hidden Gems blog posts, both part 1 and part 2. So in keeping with the spirit of those posts I’ll again be exploring the less touted features of Banktivity 6. But instead of just focusing on new hidden features, I’ll alsocover
DOWNLOADING PRICES FOR CRYPTOCURRENCIES IN BANKTIVITY Downloading prices for Cryptocurrencies in Banktivity. The formatting for cryptocurrencies has changed in Banktivity. You will need to change the format in order to get prices. For example, Bitcoin has changed from BTC-USD to BTCUSDT. The list below serves as an example and is not a comprehensive list of all supported cryptocurrencies. LOGIN | SUPPORT ARTICLES August 21, 2014. by John Sawyer. To update your username/password in iBank, you will need to disable and re-enable downloading for the account in iBank. Please try the following steps: Go to iBank> Preferences, then click on the Advanced tab. Under “For Direct Connect iBank will identify itself as,” make sure you are using thesetting
HOW DO I FIX A DIRECT ACCESS ACCOUNT THAT IS NO LONGER Go to Banktivity> Preferences> Advanced and place a checkmark beside “Preserve troubleshooting information on Direct Access server”. Attempt to set up downloading for your account again using the following steps: – Double-Click on the account name for the account. – Click “Configure Connection”. – Follow on screen prompts toset
IGG SOFTWARE STORE
Upgrading from 5, 6 or 7? Just head on over to banktivity.com to download the latest version. CUSTOMER SUPPORT FOR BANKTIVITYPERSONAL FINANCE 101SUPPORT ARTICLES It's as Easy as 1-2-3. So that we can better assist you, please follow each of these steps to resolve your issue. 1. Check the FAQ. Some questions never get old, find the most common ones here. Read FAQ. 2. Search Support Articles. These articles offer a trove of helpful hints, explanations and solutions. WHAT'S NEW IN BANKTIVITY 8.2 Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going to cover some improvements that have been implemented in Mac and iOS simultaneously, then I’ll cover some of the bigger, specific changesto each platform.
THE ENVELOPE BUDGETING SYSTEM EXPLAINED Envelope budgeting is all about making a plan for your money. It's a proactive (instead of reactive) approach to budgeting. Put your dollars into the most important envelopes first. Then start filling your less important envelopes. You know your situation best, you THE NEW BANKTIVITY APP The new Banktivity, now available. Today I’m happy to announce our new Banktivity is out of beta and available on macOS and iOS. Check out www.banktivity.com to download the new Mac version today! The iOS versions are live on the App Store too. For those of you that haven’t been following the blog recently, I encourage you to readour post
CUSTOMER SUPPORT FOR ALL THINGS BANKTIVITY Customer Support for all things Banktivity. Banktivity users may experience a delay or failure in downloading transactions using Direct Access due to the high volume created by the government stimulus checkdistribution.
WHAT'S NEW IN BANKTIVITY 8SEE MORE ON IGGSOFTWARE.COMSUPPORT ARTICLES
Support Articles. For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support. SCHWAB REQUIRES DIRECT ACCESS. OFX/DIRECT CONNECT IS NO Updated: November 11, 2020. Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX protocol and 2) because our Direct Access provider already usesBANKTIVITY 7
UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account (s). Then, delete the direct access connection details.IGG SOFTWARE STORE
Upgrading from 5, 6 or 7? Just head on over to banktivity.com to download the latest version. CUSTOMER SUPPORT FOR BANKTIVITYPERSONAL FINANCE 101SUPPORT ARTICLES It's as Easy as 1-2-3. So that we can better assist you, please follow each of these steps to resolve your issue. 1. Check the FAQ. Some questions never get old, find the most common ones here. Read FAQ. 2. Search Support Articles. These articles offer a trove of helpful hints, explanations and solutions. WHAT'S NEW IN BANKTIVITY 8.2 Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going to cover some improvements that have been implemented in Mac and iOS simultaneously, then I’ll cover some of the bigger, specific changesto each platform.
THE ENVELOPE BUDGETING SYSTEM EXPLAINED Envelope budgeting is all about making a plan for your money. It's a proactive (instead of reactive) approach to budgeting. Put your dollars into the most important envelopes first. Then start filling your less important envelopes. You know your situation best, you THE NEW BANKTIVITY APP The new Banktivity, now available. Today I’m happy to announce our new Banktivity is out of beta and available on macOS and iOS. Check out www.banktivity.com to download the new Mac version today! The iOS versions are live on the App Store too. For those of you that haven’t been following the blog recently, I encourage you to readour post
CUSTOMER SUPPORT FOR ALL THINGS BANKTIVITY Customer Support for all things Banktivity. Banktivity users may experience a delay or failure in downloading transactions using Direct Access due to the high volume created by the government stimulus checkdistribution.
WHAT'S NEW IN BANKTIVITY 8SEE MORE ON IGGSOFTWARE.COMSUPPORT ARTICLES
Support Articles. For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support. SCHWAB REQUIRES DIRECT ACCESS. OFX/DIRECT CONNECT IS NO Updated: November 11, 2020. Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX protocol and 2) because our Direct Access provider already usesBANKTIVITY 7
UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account (s). Then, delete the direct access connection details. WHAT'S NEW IN BANKTIVITY 8 We’re so excited to preview the new Banktivity. If you haven’t been following along I recommend you read about our forthcoming “subscription that doesn’t suck” and “services roadmap” as they are both related to our new release. This is going to be a long post where I cover changes coming to both our Mac, iPhone and iPadproducts.
SUPPORT ARTICLES
Support Articles. For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support. BANKTIVITY 8.3 NOW AVAILABLE Today I’m happy to announce that Banktivity 8.3 is now available for macOS and iOS. While there are several smaller nice features in 8.3 that I will cover later in this blog post, the biggest feature by far, is Direct Access 2 – our next generation bank connectivity system. CUSTOMER SUPPORT FOR ALL THINGS BANKTIVITY Customer Support for all things Banktivity. Banktivity users may experience a delay or failure in downloading transactions using Direct Access due to the high volume created by the government stimulus checkdistribution.
ARCHIVE DATA
Banktivity does not have a built-in archive feature but some Banktivity users have been using a process like this to archive older data (change dates to suit your needs): – If using Cloud Sync, turnoff syncing first.
HOW DO I IMPORT MY EXISTING BANKTIVITY DATA INTO How do I import my existing Banktivity data into Banktivity 8? First, open your existing Banktivity data. At the top of the Banktivity window you will see the file name for the Banktivity Document file you are using now. Please Control-Click on the file name at the top of the Banktivity window. Then click on the first folder below the file name. BANKTIVITY 6 TIPS AND TRICKS, HOW-TOS AND BEST PRACTICES Banktivity 6 Tips and Tricks, How-Tos and Best Practices. We’ve received a lot of great feedback on our original Hidden Gems blog posts, both part 1 and part 2. So in keeping with the spirit of those posts I’ll again be exploring the less touted features of Banktivity 6. But instead of just focusing on new hidden features, I’ll alsocover
DOWNLOADING PRICES FOR CRYPTOCURRENCIES IN BANKTIVITY Downloading prices for Cryptocurrencies in Banktivity. The formatting for cryptocurrencies has changed in Banktivity. You will need to change the format in order to get prices. For example, Bitcoin has changed from BTC-USD to BTCUSDT. The list below serves as an example and is not a comprehensive list of all supported cryptocurrencies. LOGIN | SUPPORT ARTICLES August 21, 2014. by John Sawyer. To update your username/password in iBank, you will need to disable and re-enable downloading for the account in iBank. Please try the following steps: Go to iBank> Preferences, then click on the Advanced tab. Under “For Direct Connect iBank will identify itself as,” make sure you are using thesetting
HOW DO I FIX A DIRECT ACCESS ACCOUNT THAT IS NO LONGER Go to Banktivity> Preferences> Advanced and place a checkmark beside “Preserve troubleshooting information on Direct Access server”. Attempt to set up downloading for your account again using the following steps: – Double-Click on the account name for the account. – Click “Configure Connection”. – Follow on screen prompts toset
IGG SOFTWARE STORE
Upgrading from 5, 6 or 7? Just head on over to banktivity.com to download the latest version. WHAT'S NEW IN BANKTIVITY 8.2 Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going to cover some improvements that have been implemented in Mac and iOS simultaneously, then I’ll cover some of the bigger, specific changesto each platform.
BANKTIVITY 8.3 NOW AVAILABLESEE MORE ON IGGSOFTWARE.COM THE NEW BANKTIVITY APP The new Banktivity, now available. Today I’m happy to announce our new Banktivity is out of beta and available on macOS and iOS. Check out www.banktivity.com to download the new Mac version today! The iOS versions are live on the App Store too. For those of you that haven’t been following the blog recently, I encourage you to readour post
BANKTIVITY 7
UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account (s). Then, delete the direct access connection details. SCHWAB REQUIRES DIRECT ACCESS. OFX/DIRECT CONNECT IS NO Updated: November 11, 2020. Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX protocol and 2) because our Direct Access provider already uses HOW DO I IMPORT MY EXISTING BANKTIVITY DATA INTO How do I import my existing Banktivity data into Banktivity 8? First, open your existing Banktivity data. At the top of the Banktivity window you will see the file name for the Banktivity Document file you are using now. Please Control-Click on the file name at the top of the Banktivity window. Then click on the first folder below the file name. DOWNLOADING PRICES FOR CRYPTOCURRENCIES IN BANKTIVITY Downloading prices for Cryptocurrencies in Banktivity. The formatting for cryptocurrencies has changed in Banktivity. You will need to change the format in order to get prices. For example, Bitcoin has changed from BTC-USD to BTCUSDT. The list below serves as an example and is not a comprehensive list of all supported cryptocurrencies. LOGIN | SUPPORT ARTICLES August 21, 2014. by John Sawyer. To update your username/password in iBank, you will need to disable and re-enable downloading for the account in iBank. Please try the following steps: Go to iBank> Preferences, then click on the Advanced tab. Under “For Direct Connect iBank will identify itself as,” make sure you are using thesetting
DOWNLOADING STOCK AND OTHER SECURITY PRICES Downloading stock and other security prices. Banktivity downloads both historical and current market prices for stocks, mutual funds, and other securities. Over the last few months, you may have seen some quotes updating sporadically. This is because Yahoo Finance turned off the API we used to use for downloading quotes.IGG SOFTWARE STORE
Upgrading from 5, 6 or 7? Just head on over to banktivity.com to download the latest version. WHAT'S NEW IN BANKTIVITY 8.2 Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going to cover some improvements that have been implemented in Mac and iOS simultaneously, then I’ll cover some of the bigger, specific changesto each platform.
BANKTIVITY 8.3 NOW AVAILABLESEE MORE ON IGGSOFTWARE.COM THE NEW BANKTIVITY APP The new Banktivity, now available. Today I’m happy to announce our new Banktivity is out of beta and available on macOS and iOS. Check out www.banktivity.com to download the new Mac version today! The iOS versions are live on the App Store too. For those of you that haven’t been following the blog recently, I encourage you to readour post
BANKTIVITY 7
UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account (s). Then, delete the direct access connection details. SCHWAB REQUIRES DIRECT ACCESS. OFX/DIRECT CONNECT IS NO Updated: November 11, 2020. Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX protocol and 2) because our Direct Access provider already uses HOW DO I IMPORT MY EXISTING BANKTIVITY DATA INTO How do I import my existing Banktivity data into Banktivity 8? First, open your existing Banktivity data. At the top of the Banktivity window you will see the file name for the Banktivity Document file you are using now. Please Control-Click on the file name at the top of the Banktivity window. Then click on the first folder below the file name. DOWNLOADING PRICES FOR CRYPTOCURRENCIES IN BANKTIVITY Downloading prices for Cryptocurrencies in Banktivity. The formatting for cryptocurrencies has changed in Banktivity. You will need to change the format in order to get prices. For example, Bitcoin has changed from BTC-USD to BTCUSDT. The list below serves as an example and is not a comprehensive list of all supported cryptocurrencies. LOGIN | SUPPORT ARTICLES August 21, 2014. by John Sawyer. To update your username/password in iBank, you will need to disable and re-enable downloading for the account in iBank. Please try the following steps: Go to iBank> Preferences, then click on the Advanced tab. Under “For Direct Connect iBank will identify itself as,” make sure you are using thesetting
DOWNLOADING STOCK AND OTHER SECURITY PRICES Downloading stock and other security prices. Banktivity downloads both historical and current market prices for stocks, mutual funds, and other securities. Over the last few months, you may have seen some quotes updating sporadically. This is because Yahoo Finance turned off the API we used to use for downloading quotes. CUSTOMER SUPPORT FOR BANKTIVITY It's as Easy as 1-2-3. So that we can better assist you, please follow each of these steps to resolve your issue. 1. Check the FAQ. Some questions never get old, find the most common ones here. Read FAQ. 2. Search Support Articles. These articles offer a trove of helpful hints, explanations and solutions. WHAT'S NEW IN BANKTIVITY 8 Summary. Our new Banktivity for Mac includes full support for Big Sur including a fresh UI. It will also run natively on Apple Silicon. Our new goals feature lets you plan and hit your financial milestones like never before possible. The goals feature also includes a powerfulretirement planner.
BANKTIVITY 8.3 NOW AVAILABLE Today I’m happy to announce that Banktivity 8.3 is now available for macOS and iOS. While there are several smaller nice features in 8.3 that I will cover later in this blog post, the biggest feature by far, is Direct Access 2 – our next generation bank connectivity system.ARCHIVE DATA
Banktivity does not have a built-in archive feature but some Banktivity users have been using a process like this to archive older data (change dates to suit your needs): – If using Cloud Sync, turnoff syncing first.
BANKTIVITY 7
UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account (s). Then, delete the direct access connection details.PASSWORD HELP (MAC)
3. Cloud Sync document password. You can find the password in your Mac’s Keychain (Applications -> Utilities -> Keychain.app. The item you are looking for is com ARCHIVING YOUR OLDER DATA IN THE NEW BANKTIVITY This entry was posted in New Banktivity for Mac and tagged Archive Data. Bookmark the permalink.. 0 people found this article useful This article was helpful No, let me contact you.. This article was helpful. 0 people found this article useful IS DIRECT ACCESS SECURE? Is Direct Access secure? Security and privacy were our paramount concerns in the development of Direct Access. We built both the service and its business model around those priorities. Your finances are no one else’s business. Direct Access is ad-free. There are no third-party services offered to users. Your data is never accessed,aggregated
LOGIN | SUPPORT ARTICLES August 21, 2014. by John Sawyer. To update your username/password in iBank, you will need to disable and re-enable downloading for the account in iBank. Please try the following steps: Go to iBank> Preferences, then click on the Advanced tab. Under “For Direct Connect iBank will identify itself as,” make sure you are using thesetting
DOWNLOADING STOCK AND OTHER SECURITY PRICES Downloading stock and other security prices. Banktivity downloads both historical and current market prices for stocks, mutual funds, and other securities. Over the last few months, you may have seen some quotes updating sporadically. This is because Yahoo Finance turned off the API we used to use for downloading quotes.IGG SOFTWARE STORE
Upgrading from 5, 6 or 7? Just head on over to banktivity.com to download the latest version. CUSTOMER SUPPORT FOR BANKTIVITYPERSONAL FINANCE 101SUPPORT ARTICLES It's as Easy as 1-2-3. So that we can better assist you, please follow each of these steps to resolve your issue. 1. Check the FAQ. Some questions never get old, find the most common ones here. Read FAQ. 2. Search Support Articles. These articles offer a trove of helpful hints, explanations and solutions. WHAT'S NEW IN BANKTIVITY 8.2 Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going to cover some improvements that have been implemented in Mac and iOS simultaneously, then I’ll cover some of the bigger, specific changesto each platform.
BANKTIVITY 8.3 NOW AVAILABLESEE MORE ON IGGSOFTWARE.COM THE NEW BANKTIVITY APP The new Banktivity, now available. Today I’m happy to announce our new Banktivity is out of beta and available on macOS and iOS. Check out www.banktivity.com to download the new Mac version today! The iOS versions are live on the App Store too. For those of you that haven’t been following the blog recently, I encourage you to readour post
BANKTIVITY 6 VERSION HISTORY Version: 6.3.1. Release date: 4-4-2018. Features Implemented. Improved Banktivity ID account creation. Improved security and compatibility with Direct Downloads. Bugs fixed. Summary wouldn't update correctly when you delete a budget. Number of uncleared transactions in Account Summary could be wrong some times.BANKTIVITY 7
UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account (s). Then, delete the direct access connection details. SCHWAB REQUIRES DIRECT ACCESS. OFX/DIRECT CONNECT IS NO Updated: November 11, 2020. Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX protocol and 2) because our Direct Access provider already uses DOWNLOADING PRICES FOR CRYPTOCURRENCIES IN BANKTIVITY Downloading prices for Cryptocurrencies in Banktivity. The formatting for cryptocurrencies has changed in Banktivity. You will need to change the format in order to get prices. For example, Bitcoin has changed from BTC-USD to BTCUSDT. The list below serves as an example and is not a comprehensive list of all supported cryptocurrencies. DOWNLOADING STOCK AND OTHER SECURITY PRICES Downloading stock and other security prices. Banktivity downloads both historical and current market prices for stocks, mutual funds, and other securities. Over the last few months, you may have seen some quotes updating sporadically. This is because Yahoo Finance turned off the API we used to use for downloading quotes.IGG SOFTWARE STORE
Upgrading from 5, 6 or 7? Just head on over to banktivity.com to download the latest version. CUSTOMER SUPPORT FOR BANKTIVITYPERSONAL FINANCE 101SUPPORT ARTICLES It's as Easy as 1-2-3. So that we can better assist you, please follow each of these steps to resolve your issue. 1. Check the FAQ. Some questions never get old, find the most common ones here. Read FAQ. 2. Search Support Articles. These articles offer a trove of helpful hints, explanations and solutions. WHAT'S NEW IN BANKTIVITY 8.2 Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going to cover some improvements that have been implemented in Mac and iOS simultaneously, then I’ll cover some of the bigger, specific changesto each platform.
BANKTIVITY 8.3 NOW AVAILABLESEE MORE ON IGGSOFTWARE.COM THE NEW BANKTIVITY APP The new Banktivity, now available. Today I’m happy to announce our new Banktivity is out of beta and available on macOS and iOS. Check out www.banktivity.com to download the new Mac version today! The iOS versions are live on the App Store too. For those of you that haven’t been following the blog recently, I encourage you to readour post
BANKTIVITY 6 VERSION HISTORY Version: 6.3.1. Release date: 4-4-2018. Features Implemented. Improved Banktivity ID account creation. Improved security and compatibility with Direct Downloads. Bugs fixed. Summary wouldn't update correctly when you delete a budget. Number of uncleared transactions in Account Summary could be wrong some times.BANKTIVITY 7
UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account (s). Then, delete the direct access connection details. SCHWAB REQUIRES DIRECT ACCESS. OFX/DIRECT CONNECT IS NO Updated: November 11, 2020. Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX protocol and 2) because our Direct Access provider already uses DOWNLOADING PRICES FOR CRYPTOCURRENCIES IN BANKTIVITY Downloading prices for Cryptocurrencies in Banktivity. The formatting for cryptocurrencies has changed in Banktivity. You will need to change the format in order to get prices. For example, Bitcoin has changed from BTC-USD to BTCUSDT. The list below serves as an example and is not a comprehensive list of all supported cryptocurrencies. DOWNLOADING STOCK AND OTHER SECURITY PRICES Downloading stock and other security prices. Banktivity downloads both historical and current market prices for stocks, mutual funds, and other securities. Over the last few months, you may have seen some quotes updating sporadically. This is because Yahoo Finance turned off the API we used to use for downloading quotes. CUSTOMER SUPPORT FOR BANKTIVITY It's as Easy as 1-2-3. So that we can better assist you, please follow each of these steps to resolve your issue. 1. Check the FAQ. Some questions never get old, find the most common ones here. Read FAQ. 2. Search Support Articles. These articles offer a trove of helpful hints, explanations and solutions. BANKTIVITY 8.3 NOW AVAILABLE Today I’m happy to announce that Banktivity 8.3 is now available for macOS and iOS. While there are several smaller nice features in 8.3 that I will cover later in this blog post, the biggest feature by far, is Direct Access 2 – our next generation bank connectivity system. THE ENVELOPE BUDGETING SYSTEM EXPLAINED Envelope budgeting is all about making a plan for your money. It's a proactive (instead of reactive) approach to budgeting. Put your dollars into the most important envelopes first. Then start filling your less important envelopes. You know your situation best, you WHAT'S NEW IN BANKTIVITY 8 Summary. Our new Banktivity for Mac includes full support for Big Sur including a fresh UI. It will also run natively on Apple Silicon. Our new goals feature lets you plan and hit your financial milestones like never before possible. The goals feature also includes a powerfulretirement planner.
BANKTIVITY 6 VERSION HISTORY Version: 6.3.1. Release date: 4-4-2018. Features Implemented. Improved Banktivity ID account creation. Improved security and compatibility with Direct Downloads. Bugs fixed. Summary wouldn't update correctly when you delete a budget. Number of uncleared transactions in Account Summary could be wrong some times. FIFTH THIRD BANK IS CURRENTLY OFFLINE FOR DIRECT ACCESS 6/4/2021: We have learned that Fifth Third Bank is blocking Yodlee’s IP address. Yodlee is working with the bank directly in hopes they will grant access as they have in the past. We will post updates as welearn more.
ARCHIVING YOUR OLDER DATA IN THE NEW BANKTIVITY This entry was posted in New Banktivity for Mac and tagged Archive Data. Bookmark the permalink.. 0 people found this article useful This article was helpful No, let me contact you.. This article was helpful. 0 people found this article useful SCHWAB REQUIRES DIRECT ACCESS. OFX/DIRECT CONNECT IS NO Updated: November 11, 2020. Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX protocol and 2) because our Direct Access provider already uses DOWNLOADING STOCK AND OTHER SECURITY PRICES Downloading stock and other security prices. Banktivity downloads both historical and current market prices for stocks, mutual funds, and other securities. Over the last few months, you may have seen some quotes updating sporadically. This is because Yahoo Finance turned off the API we used to use for downloading quotes. LOGIN | SUPPORT ARTICLES August 21, 2014. by John Sawyer. To update your username/password in iBank, you will need to disable and re-enable downloading for the account in iBank. Please try the following steps: Go to iBank> Preferences, then click on the Advanced tab. Under “For Direct Connect iBank will identify itself as,” make sure you are using thesetting
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Upgrading from 5, 6 or 7? Just head on over to banktivity.com to download the latest version. CUSTOMER SUPPORT FOR BANKTIVITYPERSONAL FINANCE 101SUPPORT ARTICLES It's as Easy as 1-2-3. So that we can better assist you, please follow each of these steps to resolve your issue. 1. Check the FAQ. Some questions never get old, find the most common ones here. Read FAQ. 2. Search Support Articles. These articles offer a trove of helpful hints, explanations and solutions. THE NEW BANKTIVITY APP The new Banktivity, now available. Today I’m happy to announce our new Banktivity is out of beta and available on macOS and iOS. Check out www.banktivity.com to download the new Mac version today! The iOS versions are live on the App Store too. For those of you that haven’t been following the blog recently, I encourage you to readour post
WHAT'S NEW IN BANKTIVITY 8.2 Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going to cover some improvements that have been implemented in Mac and iOS simultaneously, then I’ll cover some of the bigger, specific changesto each platform.
THE ENVELOPE BUDGETING SYSTEM EXPLAINED Envelope budgeting is all about making a plan for your money. It's a proactive (instead of reactive) approach to budgeting. Put your dollars into the most important envelopes first. Then start filling your less important envelopes. You know your situation best, youSUPPORT ARTICLES
Support Articles. For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support. BANKTIVITY 6 VERSION HISTORY Version: 6.3.1. Release date: 4-4-2018. Features Implemented. Improved Banktivity ID account creation. Improved security and compatibility with Direct Downloads. Bugs fixed. Summary wouldn't update correctly when you delete a budget. Number of uncleared transactions in Account Summary could be wrong some times.BANKTIVITY 7
UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account (s). Then, delete the direct access connection details. DOWNLOADING PRICES FOR CRYPTOCURRENCIES IN BANKTIVITY Downloading prices for Cryptocurrencies in Banktivity. The formatting for cryptocurrencies has changed in Banktivity. You will need to change the format in order to get prices. For example, Bitcoin has changed from BTC-USD to BTCUSDT. The list below serves as an example and is not a comprehensive list of all supported cryptocurrencies. IS DIRECT ACCESS SECURE? Is Direct Access secure? Security and privacy were our paramount concerns in the development of Direct Access. We built both the service and its business model around those priorities. Your finances are no one else’s business. Direct Access is ad-free. There are no third-party services offered to users. Your data is never accessed,aggregated
IGG SOFTWARE STOREIGG FREE PC GAMESIGG GAMES STOCKIGG GAMES TORRENTSITE
Upgrading from 5, 6 or 7? Just head on over to banktivity.com to download the latest version. CUSTOMER SUPPORT FOR BANKTIVITYPERSONAL FINANCE 101SUPPORT ARTICLES It's as Easy as 1-2-3. So that we can better assist you, please follow each of these steps to resolve your issue. 1. Check the FAQ. Some questions never get old, find the most common ones here. Read FAQ. 2. Search Support Articles. These articles offer a trove of helpful hints, explanations and solutions. THE NEW BANKTIVITY APP The new Banktivity, now available. Today I’m happy to announce our new Banktivity is out of beta and available on macOS and iOS. Check out www.banktivity.com to download the new Mac version today! The iOS versions are live on the App Store too. For those of you that haven’t been following the blog recently, I encourage you to readour post
WHAT'S NEW IN BANKTIVITY 8.2 Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going to cover some improvements that have been implemented in Mac and iOS simultaneously, then I’ll cover some of the bigger, specific changesto each platform.
THE ENVELOPE BUDGETING SYSTEM EXPLAINED Envelope budgeting is all about making a plan for your money. It's a proactive (instead of reactive) approach to budgeting. Put your dollars into the most important envelopes first. Then start filling your less important envelopes. You know your situation best, youSUPPORT ARTICLES
Support Articles. For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support. BANKTIVITY 6 VERSION HISTORY Version: 6.3.1. Release date: 4-4-2018. Features Implemented. Improved Banktivity ID account creation. Improved security and compatibility with Direct Downloads. Bugs fixed. Summary wouldn't update correctly when you delete a budget. Number of uncleared transactions in Account Summary could be wrong some times.BANKTIVITY 7
UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account (s). Then, delete the direct access connection details. DOWNLOADING PRICES FOR CRYPTOCURRENCIES IN BANKTIVITY Downloading prices for Cryptocurrencies in Banktivity. The formatting for cryptocurrencies has changed in Banktivity. You will need to change the format in order to get prices. For example, Bitcoin has changed from BTC-USD to BTCUSDT. The list below serves as an example and is not a comprehensive list of all supported cryptocurrencies. IS DIRECT ACCESS SECURE? Is Direct Access secure? Security and privacy were our paramount concerns in the development of Direct Access. We built both the service and its business model around those priorities. Your finances are no one else’s business. Direct Access is ad-free. There are no third-party services offered to users. Your data is never accessed,aggregated
THE ENVELOPE BUDGETING SYSTEM EXPLAINED Envelope budgeting is all about making a plan for your money. It's a proactive (instead of reactive) approach to budgeting. Put your dollars into the most important envelopes first. Then start filling your less important envelopes. You know your situation best, you WHAT'S NEW IN BANKTIVITY 8.2 Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going to cover some improvements that have been implemented in Mac and iOS simultaneously, then I’ll cover some of the bigger, specific changesto each platform.
SUPPORT ARTICLES
Support Articles. For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support. BANKTIVITY 6 VERSION HISTORY Version: 6.3.1. Release date: 4-4-2018. Features Implemented. Improved Banktivity ID account creation. Improved security and compatibility with Direct Downloads. Bugs fixed. Summary wouldn't update correctly when you delete a budget. Number of uncleared transactions in Account Summary could be wrong some times. HOW DOES BANKTIVITY 7 MONEY MANAGEMENT SOFTWARE COMPARE Award-winning software to help you pay off debt and grow your wealth. Includes free trial. Turns out, you need MORE than a budget. Banktivity does it all. Simple, effective and efficient money management. *Support is free for currently shipping products. FIFTH THIRD BANK IS CURRENTLY OFFLINE FOR DIRECT ACCESS 6/4/2021: We have learned that Fifth Third Bank is blocking Yodlee’s IP address. Yodlee is working with the bank directly in hopes they will grant access as they have in the past. We will post updates as welearn more.
SCHWAB REQUIRES DIRECT ACCESS. OFX/DIRECT CONNECT IS NO Updated: November 11, 2020. Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX protocol and 2) because our Direct Access provider already usesFIFTH THIRD BANK
6/4/2021: We have learned that Fifth Third Bank is blocking Yodlee’s IP address. Yodlee is working with the bank directly in hopes they will grant access as they have in the past.BANKTIVITY 6
Posted on September 27, 2019. March 5, 2020. by Nancy Powers Libby. We are aware of Banktivity 6 crashing with macOS Catalina when attempting to access accounts. Unfortunately, Banktivity 6 is not supported with macOS Catalina. The highest OS supported with Banktivity 6 is macOS 10.14, Mojave. Banktivity 6 will continue to be supported if used HOW DO I FIX A DIRECT ACCESS ACCOUNT THAT IS NO LONGER Go to Banktivity> Preferences> Advanced and place a checkmark beside “Preserve troubleshooting information on Direct Access server”. Attempt to set up downloading for your account again using the following steps: – Double-Click on the account name for the account. – Click “Configure Connection”. – Follow on screen prompts toset
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BANKTIVITY IS BETTER FOR PROACTIVE MONEY MANAGEMENT. * More robust features than Quicken * Manage all aspects of your finances * Designed exclusively for macOS/iOS * Secure platform only you can access Try it FREE for 30 days:Download Banktivity
For macOS Catalina or higher "It does not get any better than this" - Trent Y "There is no better financial app available for your mac" "Much better alternative to Quicken and Mint" "Tired of Quicken? Take a serious look at Banktivity" "Robust tools to keep your finances in order" WHO IS BANKTIVITY FOR? Anyone who wants greater control over their money and wants to make working towards their goals easier and achievable. WHAT DOES BANKTIVITY DO? Provides the tools, tips, and know-how to help you proactively plan, save, spend and achieve your financial goals. HOW IS BANKTIVITY DIFFERENT? It's a subscription based macOS/iOS-only platform that promises 100% data integrity and privacy. YOUR SEARCH FOR THE MOST INTUITIVE AND EMPOWERING PERSONAL FINANCE APP FOR MACOS/IOS IS OVER. Banktivity gives you the power to finally take complete control of all your finances. Pay down debt. Buy a car or a home. Save for your kids’ education or the retirement of your dreams. Our comprehensive suite of insights, tips, tools helps you can take on every financial goal with greater confidence and focus. With our easy set-up, you’ll soon have the most complete and accurate picture of your finances. Monthly bills. Credit cards. Bank accounts. Retirement savings. Investments and more! You’ll get the big picture and be able to dive down deeper to individualtransactions.
MORE ROBUST FEATURES More than a mere budget tool for you to react to, Banktivity gives you an interactive financial dashboard to proactively manage all aspects of your finances. Saving. Spending. Investments. And Banktivity gives you everything you need to manage assets, track buys, sells and splits; calculate IRR, ROI, Gains and Losses. You’ll always know what’s coming in, what’s going out and why. Your 30 Day Free Trial Includes: * Instant access to new features + upgrades * Direct Access - automatically connect to over 14,000 banks * Enrollment in Banktivity MasterClassesDownload Banktivity
For macOS Catalina or higher “I was a long-time Quicken user, but fortunately found Banktivity. It is worthy of consideration for anyone who is looking for a financial management tool capable of handling more than just basic savings and checking accounts.” – GVMCH (From the App Store) “Best version yet! I really love the new Goals feature” – Ubernaut (From the App Store) “Best. Financial. Software. Ever. (And I've used MANY!) If you really want financial software that's both easy to use and powerful, this is the one. You can drive it in first or sixth gear, and it works no matter. Also, very stable software, and I love how it syncs across devices and from my bank accounts.” – Raymond, Ontario, Canada “They don’t use your data! The software is extremely flexible, allowing manual entry, OFX or Direct Connect to update your accounts. You have total control of your finances.” – Jay H (From the App Store) SEEING IS BELIEVING – SCREENSHOTS OF THE NEW BANKTIVITYPLAN FOR RETIREMENT
Sail off into the sunset with total financialclarity.
PAY DOWN DEBT, BUILD AN EMERGENCY FUND, SAVE FOR SOMETHING BIG Paying down debt and building an emergency fund are some of the most important financial goals. Banktivity gives you a plan to meet those milestones. GOALS ARE INTEGRATED INTO YOUR ENVELOPE BUDGET Move money to your goals.BEAUTIFUL REGISTER
See. Every. Transaction.ON IPHONE
SUMMARY – SEE THE BIG PICTURE WHILE HIDING YOUR NET WORTH BUDGET – IT'S ALL ABOUT BEING PROACTIVE INSTEAD OF REACTIVE PORTFOLIO – ALWAYS KNOW HOW YOUR INVESTMENTS ARE DOINGON IPAD
GET A BIRDS-EYE VIEW OF YOUR FINANCES WITH THE CUSTOMIZABLE SUMMARYSCREEN
POWERFUL BUDGETING FEATURES ON IPAD TOO FREQUENTLY ASKED QUESTIONS DO I NEED TO BUY MULTIPLE APPS? No! With our new subscription (that doesn't suck), you pay once and get access to all of the new apps (Mac, iPhone and iPad). WHAT HAPPENS IF I STOP PAYING MY SUBSCRIPTION? Your data is yours and the apps keep working in “basic mode”. That means you can keep using the apps to track your finances, but premium features, support, and connected services like Cloud Sync, Direct Access, stock price downloading, etc. will not be available unless you renew. You can read more about our subscription here.
WHAT ARE THE SUBSCRIPTION TIERS AND WHAT DO THEY INCLUDE? Please see our pricing page . WHERE ARE THE NEW IPHONE AND IPAD APPS? They are waiting for you in the App Store! IS THERE A FREE TRIAL?Yes!
You can try the Banktivity apps for free for 30 days. After 30 days, your credit card will be billed based on the selected tier (bronze,silver or gold).
WHAT HAPPENS IF I’M PAYING FOR DIRECT ACCESS WITH A PREVIOUS VERSION OF BANKTIVITY AND I WANT TO MOVE TO THE NEW BANKTIVITY? You can convert your remaining Direct Access time (prorated at 75% rounded up to the nearest 30 day increment) to your new subscription. Your original Direct Access time will remain accessible in older versions of Banktivity. Here are the steps to do the conversion.
CAN I SUBSCRIBE THROUGH THE APP STORE OR MAC APP STORE? Yes! If you download the app from us, your subscription will managed through our secure servers. If you download the app from the Mac App Store or iOS App Store and sign up through one of those apps, your subscription will be through Apple. WHERE CAN I FIND DOCUMENTATION ON HOW TO USE BANKTIVITY’S FEATURES? Banktivity has built-in Help files that you can access from the mainmenu.
WHAT IS YOUR UPGRADE POLICY AND HOW DO I UPGRADE? Banktivity is a subscription model so there is no need to purchase upgrades. New features and bug fixes will be rolled out in updates. If you are upgrading from a previous version to the new Banktivity, any Direct Access time you have can be transferred. CAN I USE CLOUD SYNC BETWEEN A PREVIOUS VERSION OF BANKTIVITY, BANKTIVITY 7 FOR EXAMPLE, AND THE NEW BANKTIVITY (SUBSCRIPTION BASED)? While there is nothing we do to prevent this, we do not recommend using Cloud Sync between different major versions of Banktivity. There are some items that will not sync properly and may present unforeseenconsequences.
CAN I SYNC MY BANKTIVITY DATA BETWEEN MULTIPLE MACS? Yes! Banktivity Cloud Sync keeps your documents in sync between all of your Macs and mobile devices, seamlessly. Cloud Sync is included in all of the Banktivity subscription tiers. I HAVE A KILLER FEATURE REQUEST, WILL YOU IMPLEMENT IT? Possibly. Please use our contact formto submit your
request and we will certainly consider it. Many of our programs' features are a result of user feedback DO YOU PROVIDE PHONE SUPPORT? No, we offer customer support via live chat, email, and online support articles . This allows us to ensure that all of our support representatives are knowledgeable, responsive, and based here in the United States. We are confident that this policy is the most effective way for us to meetyour support needs.
WHAT ARE THE MACOS AND IOS REQUIREMENTS FOR BANKTIVITY? Banktivity for Mac is optimized for macOS 11 Big Sur but also runs on macOS 10.15 Catalina. Banktivity on iPad and iPhone requires iOS 13 orhigher.
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